UTI Conservative Hybrid Fund vs LIC MF CONSERVATIVE HYBRID FUND compare
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹49 Cr | ₹49 Cr | ₹1701 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹200 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 02 Jun 2003 | 02 Jun 2003 | 16 Dec 2003 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | % | 51% | 32% |
| Expense Ratio | 2.25 | 2.25 | 1.81 |
| Manager | Pratik Harish Shroff | Pratik Harish Shroff | Amit Kumar Premchandani |
| ISIN Code | INF767K01808 | INF767K01808 | INF789F01893 |
| Exits Load | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 0.17% | 0.17% | -0.11% |
| 6 Month | 1.53% | 1.53% | 1.73% |
| 1 Year | 4.09% | 4.09% | 4.77% |
| 3 Year | 6.54% | 6.54% | 9.39% |
| 5 Year | 5.94% | 5.94% | 9.33% |
SIP Return Analysis
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 1.55% | 1.55% | 0.91% |
| 1 Year | 6.03% | 6.03% | 6.23% |
| 3 Year | 6.67% | 6.67% | 8.76% |
| 5 Year | 6.19% | 6.19% | 8.87% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 7.4% | 7.4% | 9.67% |
| 3 Year | 6.8% | 6.8% | 9.43% |
| 5 Year | 6.74% | 6.74% | 9.47% |
Risk Management
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 3.35% | 3.35% | 3.78% |
| Sharp | -0.05% | -0.05% | 0.72% |
| Beta | 1.02% | 1.02% | 1.23% |
| Alpha | -2.28% | -2.28% | 0.13% |
Fund Managers
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Pratik Harish Shroff | Pratik Harish Shroff | Amit Kumar Premchandani |
| Total AUM | ₹2586 Cr | ₹2586 Cr | ₹13572 Cr |
| Funds Managed | 10 | 10 | 3 |
| LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 84.45 | 84.45 | 75.89 |
| Large Cap | 13.93 | 13.93 | 16.48 |
| Mid Cap | 1.62 | 1.62 | 3.97 |
| Small Cap | - | - | 3.66 |
Sector Allocation
| Scheme Name |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 82.17 | 82.17 | 75.38 |
| Energy | 2.87 | 2.87 | 1.38 |
| Technology | 2.51 | 2.51 | 2.53 |
| Consumer Defensive | 1.43 | 1.43 | 0.8 |
| Financial Services | 8.38 | 8.38 | 8.71 |
| Consumer Cyclical | 2.65 | 2.65 | 3.42 |
| Utilities | - | - | 0.63 |
| Basic Materials | - | - | 1.04 |
| Industrials | - | - | 1.61 |
| Healthcare | - | - | 2.02 |
| Communication Services | - | - | 1.87 |
| Real Estate | - | - | 0.62 |
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